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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,096 | $99,031-86.8% | $86,597-84.9% | $147,585-91.1% |
| Participation rate | 50.0% | 76.3%-26.3pp | 73.5%-23.5pp | 82.8%-32.8pp |
| Annual return | 321.63% | 1312.56%-990.9pp | 964.96%-643.3pp | 578.57%-256.9pp |
| Employer contribution / active EE | $4,231 | $3,132+35.1% | $2,840+49.0% | $4,876-13.2% |
| Participant deferral / active EE | $6,999 | $3,972+76.2% | $3,609+93.9% | $5,439+28.7% |
| Admin fee / account holder | $43 | $5,711-99.2% | $4,906-99.1% | $10,885-99.6% |